NYSE · SEC CIK 0001604028
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Aug 24, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| D. Scott BarbourResearch disclosed relationships | See Remarks · Director | 77,268 sharesCommon Stock, $0.01 par value per share | $10.29M | Aug 24, 2026 |
| De La Mesa Manuel J. PerezResearch disclosed relationships | Director | 25,070 sharesCommon Stock, $0.01 par value per share | $3.34M | Jul 20, 2026 |
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
SEC reporting-owner CIK 0001716232 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC. (WMS)NYSE · Current company | See Remarks · Director | 77,268 sharesCommon Stock, $0.01 par value per share | $10.29M | Aug 24, 2026 |
SEC reporting-owner CIK 0001230654 · 2 published company relationships
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC. (WMS)NYSE · Current company | Director | 25,070 sharesCommon Stock, $0.01 par value per share | $3.34M | Jul 20, 2026 | |
| POOL CORP (POOL)Nasdaq | Director | 12,075 sharesCommon Stock, par value $0.001 per share | $1.99M | Aug 14, 2026 |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Jul 16, 2026Transaction date | De La Mesa Manuel J. PerezResearch disclosed relationships | AcquisitionSEC code A | Common Stock, $0.01 par value per share | 1,782 shares | $0 | 25,070 shares | 25,070 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 1 of 1 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Common Stock, $0.01 par value per share | ordinary-share | 2 | $13.63M |
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 24, 2026Latest represented filing date | ADVANCED DRAINAGE SYSTEMS, INC. (WMS)NYSE | Current covered snapshotSee Remarks · DirectorValuation observation Sep 25, 2026 | Common Stock, $0.01 par value per share: 77,268 sharesCurrent covered company value: $10.29M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 14, 2026Latest represented filing date | POOL CORP (POOL)Nasdaq | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common Stock, par value $0.001 per share: 12,075 sharesCurrent covered company value: $1.99M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Jul 20, 2026Latest represented filing date | ADVANCED DRAINAGE SYSTEMS, INC. (WMS)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common Stock, $0.01 par value per share: 25,070 sharesCurrent covered company value: $3.34M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Jul 20, 2026Filed date | ADVANCED DRAINAGE SYSTEMS, INC. (WMS)NYSE | AcquisitionSEC code AEffective Jul 16, 2026 · transaction dateReported units 1,782 shares · reported price 0 | Common Stock, $0.01 par value per shareReported position after transaction: 25,070 shares | 4 filing0001193125-26-309049 |
| May 17, 2004Filed date | POOL CORP (POOL)Nasdaq | DispositionSEC code GEffective May 13, 2004 · transaction dateReported units 200 shares · reported price 0 | Common Stock, par value $0.001 per shareReported position after transaction: 269,649 shares | 4 filing0000945841-04-000071 |
Company-level recent transaction history is published for 2 of 2 relationship companies in this graph; 2 published transaction rows for this exact reporting-owner CIK appear in the chronology.
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC. (WMS)NYSE · Current company | D. Scott BarbourSEC CIK 00017162321 chronology observationDe La Mesa Manuel J. PerezSEC CIK 00012306542 chronology observations | 3Published chronology observationsLatest represented evidence Aug 24, 2026 | |
| POOL CORP (POOL)Nasdaq | De La Mesa Manuel J. PerezSEC CIK 00012306542 chronology observations | 2Published chronology observationsLatest represented evidence Aug 14, 2026 |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.
